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Transform Wealth’s STAG Industrial STAG Stock Holding History

Transform Wealth’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,650
Closed -$277K – 215
2016
Q2 		$277K Buy
+11,650
New +$248K 0.12% 179

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Transform Wealth's STAG Position: Q3 2016 in Review

Transform Wealth sold out of STAG Industrial (STAG) in Q3 2016, closing a stake of 11,650 shares — an estimated $277K sold.

Transform Wealth first reported a position in STAG in Q2 2016 and held it in 1 quarter. The position peaked at $277K in Q2 2016. 193 funds tracked by Wall St. Rank hold STAG as of Q3 2016.

  • Transform Wealth reported no remaining STAG Industrial position as of Q3 2016 after selling out during the quarter.
  • Transform Wealth sold 11,650 STAG Industrial shares in Q3 2016, an estimated $277K.
  • Transform Wealth first reported a position in STAG Industrial in Q2 2016 and held it in 1 quarter.
  • Transform Wealth's STAG Industrial position peaked at $277K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2016.

Based on Transform Wealth's 13F filing for Q3 2016, filed 7 Nov 2016.